Live Demo: Automating Employee Agreements with No-Code

Webinar

Live Demo: Automating Employee Agreements with No-Code

Watch HR automate offers and approvals, generate agreements and commission plans, integrate with HRIS and DocuSign, and orchestrate pre onboarding to onboarding with no code.

00:04 Welcome, agenda, HR automation focus
00:39 What Checkbox is: process automation platform
01:18 HR use cases: agreements, remuneration, changes, JDs
01:58 Why automate: manual entry, stakeholders, delays
02:34 Custom workflows vs rigid onboarding tools
03:16 Approvals for senior hires; multi-stakeholder routing
03:51 Capture data; push to HRIS/payroll via API
04:28 Approvals & signatures: manager/CEO/CFO/payroll
05:42 Demo: generate employment agreement (pre-onboarding)
06:15 Choose agreement type; contextual tooltips
07:27 Candidate details; branch if address unknown; start date
08:49 Candidate invite email; optional personalized note
10:02 Candidate supplies start date & address; submit
10:42 HR view: employment type toggles; casual daily rate
11:20 Job title auto-inserts job description
11:54 Salary & signing bonus; attach commission scheme
12:33 Configure commission plan; targets and rates auto-calc
13:52 Generated employment agreement with dynamic fields
14:59 Conditional clauses (e.g., part-time); super pre-calced
16:17 Generated sales commission plan document
16:59 Send via DocuSign or email
17:32 DocuSign flow: sign and return
18:47 Post-signature: onboarding pack; IT/Payroll handoffs & SLAs
20:00 Studio (backend): no-code builder; forms, logic, e-sign, parallel approvals
24:40 Training & speed: iterate without IT queues
25:17 Remuneration letter generator demo
28:13 Bulk letters from spreadsheet upload
30:41 Q&A: SignRequest possible via open API
33:11 Q&A: customize currency, job titles, descriptions
33:47 Q&A: Checkbox’s place in HR stack (pre-onboarding → onboarding)

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